LFA

Level Financial Advisors Portfolio holdings

AUM $355M
1-Year Est. Return 8.47%
This Quarter Est. Return
1 Year Est. Return
+8.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+15
227
$3K ﹤0.01%
+73
228
$3K ﹤0.01%
+149
229
$3K ﹤0.01%
+51
230
$3K ﹤0.01%
+100
231
$3K ﹤0.01%
+96
232
$3K ﹤0.01%
+88
233
$3K ﹤0.01%
+9
234
$2K ﹤0.01%
+38
235
$2K ﹤0.01%
+1,000
236
$2K ﹤0.01%
+19
237
$2K ﹤0.01%
+72
238
$2K ﹤0.01%
+21
239
$2K ﹤0.01%
+50
240
$2K ﹤0.01%
+10
241
$2K ﹤0.01%
+110
242
$2K ﹤0.01%
+13
243
$2K ﹤0.01%
+83
244
$2K ﹤0.01%
+20
245
$2K ﹤0.01%
+12
246
$1K ﹤0.01%
+10
247
$1K ﹤0.01%
+20
248
$1K ﹤0.01%
+17
249
$1K ﹤0.01%
+50
250
$1K ﹤0.01%
+21
8 9
10
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